Trinity Point Wealth, LLC Ishares Treasury Floating Rate Transaction History

Trinity Point Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$50.37 - $50.75 $58,983 - $59,428	-1,171 Reduced 3.45%	32,800 $1.66 Million
Q3 2023 Nov 08, 2023	BUY	$50.46 - $50.74 $36,886 - $37,090	731 Added 2.2%	33,971 $1.72 Million
Q2 2023 Aug 07, 2023	BUY	$50.42 - $50.67 $86,520 - $86,949	1,716 Added 5.44%	33,240 $1.68 Million
Q1 2023 May 04, 2023	BUY	$50.39 - $50.59 $79,666 - $79,982	1,581 Added 5.28%	31,524 $1.59 Million
Q4 2022 Feb 07, 2023	SELL	$50.3 - $50.53 $15,140 - $15,209	-301 Reduced 1.0%	29,943 $1.51 Million
Q3 2022 Nov 09, 2022	BUY	$50.35 - $50.51 $1.52 Million - $1.53 Million	30,244 New	30,244 $1.53 Million

419

85M

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